RESEARCH it logo  SHARE it logo

 

SEARCH

Chapter 6. FOR AUTHENTICATED USERS

   

 

Your Preferences

The Your Preferences feature lets you easily configure a number of system options to suit your own particular needs.

NOTE: Preferences set using the Your Preferences feature apply only when you log into the system using your personal user name and password. Depending on the configuration of the system for your library or consortium, some options may not be available.

To set your user preferences:

  1. Select Your Settings – Your Preferences from the Your Account menu  (see Using Your Account for details).
    • The Your Preferences screen displays. The screen is pre-filled with the current preference settings for your account.

Your Preferences Screen

Your Preferences Screen

  1. Select your desired default sort order for search results (Continuous Brief Browse Lists) from the Default Result Sort menu:
    • Select Relevance, Title Ascending, Title Descending, Author Ascending, Author Descending, Date Ascending or Date Descending.

    NOTE: If you do not wish to specify a sort order preference, select Use Library Default from the Default Result Sort menu.

  2. Select the number of searches you wish to save in your Search History (see Viewing Search History for details) from the Number of searches to save in History menu; 0, 10, 20, 30, 40 or 50.

    NOTE: If you do not wish to specify a search history preference, select Use Library Default from the Number of searches to save in History menu.

  3. Select the opening page you wish displayed when you log into the system from the Default Opening Page menu:
    • For library patrons: Select Home or Advanced Search.
    • For library Staff: Select Home, Advanced Search or Staff Menu.

    NOTE: If you do not wish to specify an opening page preference, select Use Library Default from the Default Opening Page menu.

  4. Select the default tab you wish displayed each time a Full Record Display is accessed from the Default Full Record Tab menu; Details, Where To Find, MARC Display, More About This Title, Goodreads® Reviews, Syndetics Unbound, Novelist or Children’s Literature Database.

    NOTE: The Syndetics Unbound, Novelist and Children’s Literature Database options are available only if your library subscribes to the associated service(s).

    NOTE: If you do not wish to specify a default Full Record tab, select Use Library Default from the Default Full Record Tab menu.

    NOTE: If the tab you have selected from the Default Full Record Tab menu is subsequently disabled (removed from the Full Record Display) by your library, the system will automatically select Use Library Default from the Default Full Record Tab menu.

  5. Select the desired default ILL Pickup Location for the ILL Request Form from the Default Ill Pickup Location menu.

    NOTE: The Default Ill Pickup Location menu is shown only for systems employing Network Lender functionality.

    • The Default Ill Pickup Location menu lists all ILL Pickup Locations defined for your library.

    NOTE: If you do not wish to specify a default ILL Pickup Location, select Use Library Default from the Default Ill Pickup Location menu.

  6. Select your desired default search indexes for Advanced Search searches from the Default Advanced Search First Index, Default Advanced Search Second Index and Default Advanced Search Third Index menus.
    • The Default Advanced Search First Index, Default Advanced Search Second Index and Default Advanced Search Third Index menus list all indexes supported by your library's system.

    NOTE: If you do not wish to specify default search indexes for Advanced Search searches, select Use Library Default from the Default Advanced Search First Index, Default Advanced Search Second Index and/or Default Advanced Search Third Index menus.

  7. Select the default scoping level to be applied to searches from the Default Scoping Level menu.
    • The Default Scoping Level menu lists all scoping levels defined for your library.

    NOTE: If you do not wish to specify a default scoping level, select Use Library Default from the Default Scoping Level menu.

  8. Use the Apply Scoping to All Searches menu to indicate whether or not the Libraries selection made through Advanced Search (see Adding a Libraries Qualifier for details) is applied to all searches; select Yes or No, as desired.
  9. For library staff only: Select your desired primary staff menu for your account from the Primary Staff Menu menu.
    • The Primary Staff Menu selection determines the staff menu displayed in the first position (next to the Quick Links menu) on the Staff Dashboard.
    • The Primary Staff Menu menu lists all staff modes to which you are granted access.

    NOTE: If you do not wish to specify a default staff mode, select Use Library Default from the Default Staff Tab menu.

  10. For CAT Administration staff only: Select your desired Download Cart type from the Download Cart Type menu.
    • The My Cart option lets you save records for download to a unique cart associated with your user name. Other CAT staff members cannot add records to this list.
    • The Library Cart option allows multiple CAT staff members to add records for download to a common cart associated with your library.

    NOTE: If you do not wish to specify a Download Cart type, select Use Library Default from the Download Cart Type menu.

  11. Select the number of results you wish shown on each page of Continuous Brief Browse lists (see Using Continuous Brief Browse (CBB) for details) from the Number of Search Results to Display menu; 20, 40, 60, 80 or 100.
  12. Once all desired preferences have been specified, click the Save button to submit your changes.
    • The confirmation message “Your Preferences have been saved” shows briefly at the top of the screen.
  13. Click the Home button Home button in the banner to return to your library’s “Home” page.